Wade Financial Advisory’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $740K | Hold |
2,330
| – | – | 0.25% | 44 |
|
|
2024
Q4 | $779K | Hold |
2,330
| – | – | 0.26% | 44 |
|
|
2024
Q3 | $761K | Hold |
2,330
| – | – | 0.26% | 45 |
|
|
2024
Q2 | $719K | Hold |
2,330
| – | – | 0.26% | 46 |
|
|
2024
Q1 | $699K | Hold |
2,330
| – | – | 0.25% | 47 |
|
|
2023
Q4 | $638K | Hold |
2,330
| – | – | 0.24% | 48 |
|
|
2023
Q3 | $571K | Hold |
2,330
| – | – | 0.24% | 46 |
|
|
2023
Q2 | $593K | Hold |
2,330
| – | – | 0.23% | 46 |
|
|
2023
Q1 | $549K | Hold |
2,330
| – | – | 0.23% | 48 |
|
|
2022
Q4 | $514K | Sell |
2,330
-33
| -1% | -$7.28K | 0.23% | 50 |
|
|
2022
Q3 | $489K | Buy |
2,363
+33
| +1% | +$6.83K | 0.24% | 51 |
|
|
2022
Q2 | $507K | Sell |
2,330
-250
| -10% | -$54.4K | 0.24% | 53 |
|
|
2022
Q1 | $677K | Buy |
2,580
+1,250
| +94% | +$328K | 0.29% | 46 |
|
|
2021
Q4 | $369K | Hold |
1,330
| – | – | 0.19% | 55 |
|
|
2021
Q3 | $339K | Hold |
1,330
| – | – | 0.19% | 54 |
|
|
2021
Q2 | $340K | Hold |
1,330
| – | – | 0.19% | 54 |
|
|
2021
Q1 | $316K | Hold |
1,330
| – | – | 0.2% | 54 |
|
|
2020
Q4 | $297K | Hold |
1,330
| – | – | 0.2% | 57 |
|
|
2020
Q3 | $260K | Hold |
1,330
| – | – | 0.2% | 56 |
|
|
2020
Q2 | $239K | Buy |
+1,330
| New | +$239K | 0.21% | 61 |
|